Clear Creek Financial Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Buy |
8,960
+347
| +4% | +$60.1K | 0.15% | 155 |
|
2025
Q1 | $1.21M | Sell |
8,613
-4,045
| -32% | -$568K | 0.13% | 166 |
|
2024
Q4 | $2.02M | Sell |
12,658
-21,638
| -63% | -$3.45M | 0.22% | 104 |
|
2024
Q3 | $5.2M | Sell |
34,296
-1,218
| -3% | -$185K | 0.59% | 33 |
|
2024
Q2 | $5.34M | Buy |
35,514
+2,674
| +8% | +$402K | 0.65% | 33 |
|
2024
Q1 | $4.44M | Sell |
32,840
-4,007
| -11% | -$541K | 0.57% | 35 |
|
2023
Q4 | $4.52M | Buy |
36,847
+9,005
| +32% | +$1.11M | 0.72% | 25 |
|
2023
Q3 | $2.92M | Sell |
27,842
-3,664
| -12% | -$384K | 0.51% | 41 |
|
2023
Q2 | $3.43M | Buy |
31,506
+4,429
| +16% | +$482K | 0.59% | 35 |
|
2023
Q1 | $2.51M | Sell |
27,077
-459
| -2% | -$42.6K | 0.48% | 54 |
|
2022
Q4 | $2.05M | Sell |
27,536
-4,918
| -15% | -$366K | 0.45% | 54 |
|
2022
Q3 | $2.38M | Sell |
32,454
-8,013
| -20% | -$588K | 0.52% | 43 |
|
2022
Q2 | $3.24M | Buy |
40,467
+696
| +2% | +$55.6K | 0.68% | 34 |
|
2022
Q1 | $4.1M | Buy |
39,771
+8,793
| +28% | +$906K | 0.64% | 34 |
|
2021
Q4 | $3.56M | Buy |
30,978
+2,514
| +9% | +$289K | 0.53% | 41 |
|
2021
Q3 | $2.88M | Buy |
28,464
+6,658
| +31% | +$674K | 0.46% | 61 |
|
2021
Q2 | $2.17M | Buy |
+21,806
| New | +$2.17M | 0.34% | 84 |
|